Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

What does investment volatility mean for your plans?

May 22, 2020
Recent investment volatility may have affected your portfolio. It’s important to keep a long-term perspective and your goals in mind. Read more

The pros and cons of your Pension Freedom options

May 22, 2020
If you’re nearing retirement, how you access your pension is a key consideration that could affect income for the rest of your life. Read more

What is the economic recovery going to look like, and how will it affect investment markets?

May 21, 2020
After a fall of 5.8% in UK GDP in March, the UK is heading for recession. But what will the economic recovery look like when the pandemic eases, and how will it affect investment markets? Read more

Coronavirus and pensions – what does the pandemic mean for a client’s retirement plans?

May 21, 2020
Stock market volatility, reductions in dividends and the closure of many businesses may have led clients to worry about their retirement. Here’s what they need to know about coronavirus and pensions. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey